CWA
PSX icon

Clarus Wealth Advisors’s Phillips 66 PSX Stock Holding History

Clarus Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-658
Closed -$62K – 453
2019
Q2 		$62K Sell
658
-984
-60% -$88.3K 0.04% 248
2019
Q1 		$156K Buy
1,642
+9
+0.6% +$856 0.12% 133
2018
Q4 		$141K Buy
1,633
+235
+17% +$23K 0.22% 126
2018
Q3 		$158K Buy
1,398
+197
+16% +$22.8K 0.1% 164
2018
Q2 		$115K Buy
+1,201
New +$135K 0.09% 179

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarus Wealth Advisors's PSX Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Phillips 66 (PSX) in Q3 2019, closing a stake of 658 shares — an estimated $62K sold.

Clarus Wealth Advisors first reported a position in PSX in Q2 2018 and held it in 5 quarters. The position peaked at $158K in Q3 2018. 1,389 funds tracked by Wall St. Rank hold PSX as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Phillips 66 position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 658 Phillips 66 shares in Q3 2019, an estimated $62K.
  • Clarus Wealth Advisors first reported a position in Phillips 66 in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Phillips 66 position peaked at $158K in Q3 2018.
  • 1,389 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.